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The Trade Strategist

Jun Du

Trade policy decoded for decision-makers. I translate complex shifts in global commerce, US-China competition, and European strategy into frameworks you can use—drawing on sources and perspectives Western analysis typically overlooks.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues22Foundeda year agoLast Issue8 days ago
Active

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Latest Issues

Trade Defence Is a Shield, Not a Growth Model

The EU–China trade relationship is being seriously tested. In the past week the European Commission has described the relationship as “no longer sustainable” and promised a more robust and coherent response, with new trade-defence instrumen...

8 days ago
2

Industrial Strategy for the Bigger Half

On Thursday this week I have enjoyed listening to a panel at Oxford University’s Blavatnik School of Government on “Industrial Policy under Pressure”. The renowned economists Joseph Stiglitz, Ha-Joon Chang and Xiaolan Fu spent an hour and a...

a month ago
13
4

The Productive Foundations of a Middle Power

On Thursday, Donald Trump threatened to impose “a big tariff” on the United Kingdom unless it drops its digital services tax — a 2 per cent levy on US tech firms that raises roughly £800 million a year (CNBC; Time). It was the third such th...

2 months ago
13
6

Making Devolution Deliver: Who Coordinates the Coordinators?

Last week, after I published my piece on Britain’s competitiveness map, a senior figure at the Department for Business and Trade asked me a question I haven’t been able to stop thinking about. The substack was an excellent read, he said — b...

2 months ago
13
5

Britain Needs a New Map of Competitiveness

Competitiveness for Britain cannot mean what it means for the United States or China. Britain is a middle-sized, trade-dependent economy. It cannot impose terms through scale, dominate technological chokepoints, or absorb external shocks wi...

2 months ago
9
1

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  • Jun Du

    Academic, thinker, speaker, global trotter

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